
About
Mark has worked in the investment industry for over 30 years, with experience in portfolio management, equity and fixed-income analysis, and commercial lending at Franklin Templeton and SunTrust Banks. He later co-founded Northwest Investment Counselors. As a financial advisor with the Wealth Enhancement Group, Mark leverages his extensive investment and analytical skills to oversee client portfolios and develop long-term wealth strategies for his clients.
Mark is active in the community, coaching youth soccer and basketball for many years. He has been a deacon and elder at Lake Grove Presbyterian Church and has previously served on several non-profit boards such as Morrison Child & Family Services.
Education
- MBA - Finance, University of California - Berkeley
- BS - Mathematics, Vanderbilt University
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This partnership marks Wealth Enhancement’s third location in Oregon and brings the firm’s total client assets to more than $102.1 billion.